IA
PSP icon

IFP Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

IFP Advisors’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20K Hold
354
– – ﹤0.01% 2777
2025
Q4 		$23.7K Buy
+354
New +$23.7K ﹤0.01% 2632
2024
Q3 		– Sell
-4,804
Closed -$293K – 3419
2024
Q2 		$293K Sell
4,804
-46
-0.9% -$2.97K 0.01% 848
2024
Q1 		$320K Buy
4,850
+431
+10% +$27.1K 0.01% 770
2023
Q4 		$275K Sell
4,419
-5,067
-53% -$274K 0.01% 813
2023
Q3 		$169K Buy
9,486
+7,068
+292% +$379K 0.01% 1041
2023
Q2 		$127K Sell
2,418
-427
-15% -$22.1K 0.01% 1217
2023
Q1 		$174K Sell
2,845
-1,009
-26% -$52.4K 0.01% 999
2022
Q4 		$235K Sell
3,854
-439
-10% -$20.7K 0.01% 1277
2022
Q3 		$265K Buy
4,293
+180
+4% +$9.03K 0.01% 1257
2022
Q2 		$254K Hold
4,113
– – 0.01% 1162
2022
Q1 		$254K Buy
4,113
+1,779
+76% +$120K 0.01% 1162
2021
Q4 		$181K Buy
2,334
+794
+52% +$62.8K ﹤0.01% 994
2021
Q3 		$115K Buy
+1,540
New +$123K ﹤0.01% 1226
2020
Q1 		– Sell
-45
Closed -$2.59K – 2951
2019
Q4 		$3K Sell
45
-2
-4% -$123 ﹤0.01% 2400
2019
Q3 		$3K Buy
+47
New +$2.8K ﹤0.01% 2567
2019
Q1 		– Sell
-413
Closed -$21K – 3167
2018
Q4 		$21K Sell
413
-3,025
-88% -$165K ﹤0.01% 2109
2018
Q3 		$211K Sell
3,438
-36
-1% -$2.24K 0.01% 1048
2018
Q2 		$208K Sell
3,474
-1,026
-23% -$62.6K 0.01% 1043
2018
Q1 		$280K Hold
4,500
– – 0.01% 848
2017
Q4 		$280K Buy
4,500
+731
+19% +$46.1K 0.01% 850
2017
Q3 		$239K Buy
3,769
+1,011
+37% +$63.8K 0.01% 1039
2017
Q2 		$172K Sell
2,758
-1,842
-40% -$113K 0.01% 1215
2017
Q1 		$269K Sell
4,600
-11,110
-71% -$646K 0.01% 962
2016
Q4 		$873K Buy
15,710
+1,751
+13% +$94.9K 0.04% 426
2016
Q3 		$757K Buy
13,959
+8,326
+148% +$445K 0.04% 438
2016
Q2 		$284K Buy
+5,633
New +$291K 0.02% 813
2016
Q1 		– Sell
-466
Closed -$25K – 3179
2015
Q4 		$25K Buy
+466
New +$25.3K ﹤0.01% 2039

Other funds holding PSP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

IFP Advisors's PSP Position: Q1 2026 in Review

IFP Advisors held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q1 2026 at 354 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

IFP Advisors first reported a position in PSP in Q4 2015 and has held it in 28 quarters since. The position peaked at $873K in Q4 2016. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • IFP Advisors held 354 shares of Invesco Global Listed Private Equity ETF worth $20K as of Q1 2026.
  • IFP Advisors left its Invesco Global Listed Private Equity ETF share count unchanged in Q1 2026.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2777 holding.
  • IFP Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's Invesco Global Listed Private Equity ETF position peaked at $873K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.